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Gerber Kawasaki Wealth & Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,973
Closed -$206K – 323
2025
Q1 		$206K Buy
+3,973
New +$221K 0.01% 286

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JEPQ Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2025, closing a stake of 3,973 shares — an estimated $206K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JEPQ in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 804 funds tracked by Wall St. Rank hold JEPQ as of Q2 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3,973 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2025, an estimated $206K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $206K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.